PROGRAM
SERVICES
Program participants will gain access to many financial services, including FREE and PAID coaching offers. Get a sneak peek into the process and the services offered in this 9-week program that will help take your finances to the next level.
01
CLIENT ASSESSMENT
During this portion of the program Coach Kesha will meet with you to get to know you, your current relationship with money and the financial goals that you would like to accomplish.
EVALUATION AND GOAL SETTING
After the meeting, Coach Kesha will take an extensive look at your credit history, your spending and saving habits and help you develop a S.M.A.R.T. plan to help you achieve your goals.
02
03
CREATE AND IMPLEMENT AN ACTION PLAN
After your S.M.A.R.T. goals are developed, Coach Kesha will develop a customized financial program, tailored to your personal needs, that will help you successfully achieve your financial goals.
PROGRAM
BREAKDOWN
FINANCIAL
WELL-BEING ASSESSMENT
CREDIT ASSESSMENT AND DEBT REDUCTION PLAN
RESOURCES AND TOOLS TO ASSIST IN CREDIT COUNSELING
BUDGET ASSESSMENT AND BUDGET PLAN
DETAILED ACTION PLAN
TWO 1-HOUR AND ONE 20-MINUTE ZOOM CALL WITH YOUR FINANCIAL COACH